About Jeff.

🌟 Retirement Income Planning Expert - I specialize in creating strategies for asset accumulation and preservation leading up to retirement. During the distribution phase, I ensure clients can confidently rely on their retirement income, guiding them on safeguarding their assets in any economic environment.

🌍 Globetrotting Navy Veteran - A decade in the U.S. Navy granted me the privilege of experiencing diverse cultures and working with individuals globally. Today, I'm passionate about leveraging this background to serve the public in the finance domain, providing tailored, one-on-one retirement solutions for my clients.

🔧 Tech & Media Maven - My diverse experience spans from IT and software development to marketing and advertising. Before my tenure at Quest Financial, I led TV programming and ad operations for over 60 markets at Comcast Cable. There, I championed a culture rooted in leadership by example and collaborative teamwork—a philosophy I've carried over to Quest Financial.

  • NTTU, Biloxi, MS - Certification in Atmospheric Sciences and Meteorology
Licenses & Certifications
  • Series 65 License4
  • Mentor at Comcast
  • Volunteer - Real Men Wear Pink Ambassador